Opting Into Playbooks
Find a playbook, complete the checklist, confirm the total cost, and know what happens after you submit it.
For Workspace Owners
Playbooks are campaigns your Hub already designed. Your job is to complete the launch checklist with your local details.
If you want the full screen-by-screen version, use the Playbook opt-in walkthrough.
Opt Into a Playbook
Open the Shop and Choose a Playbook
Go to Paid Social Ads, then Playbooks, then Shop. Open the playbook that fits your goal.
Complete the Checklist
Depending on the playbook, you may need to:
- choose a budget
- pick dates
- upload media
- answer questions from your Hub
- choose the creative source
- pick the job to promote, on a recruitment playbook
Review the Final Summary
The last section is always Review. Use it to catch missing details before submitting.
Submit and Confirm
Click Opt In. Flamel opens a Confirm opt-in window that shows the final schedule and the final cost. Click Confirm opt-in to send it. If your Hub requires review first, the playbook stays in review until they approve it.
Confirm the Cost Before You Submit
The Confirm opt-in window is the last screen before your opt-in goes out. Read every line, because this is the amount you agree to pay.
| Line | What it Means |
|---|---|
| Campaign period | Your start and end dates. An open-ended run reads ongoing. |
| Selected ad budget | The amount that goes to the ad platform. |
| Your Hub's fee | The percent your Hub charges on ad spend, and what that percent adds. |
| Total | The ad budget plus the fee. |
Your Hub names its own fee, and the default name is Management Fee. Your Hub sets the percent.
Does your Hub charge a fee?
A Hub with no fee shows only the campaign period and the selected ad budget. The fee line and the total line do not appear. Nothing else about the screen changes.
On an open-ended daily run, all three amounts show a per-day value.
What You Can Usually Change
You can usually control:
- your budget within the limits the Hub set
- your schedule for eligible playbooks
- your own media when the playbook allows it
- your local targeting details in Ad Configuration
You usually cannot change:
- the campaign objective
- the audience type
- Hub-locked strategy settings
- required checklist questions
- the budget, when your Hub locks budget control
Budget Rules Your Hub Sets
Your Hub Can Lock the Budget
When your Hub locks budget control, the budget step does not appear in your checklist. You see the amount your Hub set, and you cannot submit a different one. A saved draft that holds an older amount is replaced by your Hub's current amount when you reopen it.
If a different amount still reaches Flamel, Flamel refuses it. The opt-in window shows the message next to the button: "This playbook does not allow workspace budget control." Nothing deploys.
A Hub editor can still change the amount for you from Manage Opt-In.
Flamel Checks the Platform Minimum First
The ad platform needs a minimum budget, and that minimum grows with your schedule. Meta needs about $1 per ad set per day, so a longer flight and more ad sets need more money.
Flamel checks that minimum before it creates or amends your opt-in. If your amount is too low, Flamel refuses the opt-in and names the amount you need: "Budget must be at least $14.00 for the selected schedule." You fix the number once, instead of finding out later that the campaign failed to launch.
Flamel Holds the Amount You Confirmed
Flamel records the amount you confirm in the Confirm opt-in window. Before Flamel sends any budget to the ad platform, it compares the total against that record.
If a launch would put more than your approved total on the ad platform, Flamel stops it and sends nothing. This also covers a retry and an evergreen re-run, so a repeated attempt cannot commit your money twice.
Media Changes Do Not Change Your Budget
If you change only the media on a running opt-in, your approved budget stays the same. Flamel keeps the amount that is already live.
Dates and Re-Runs
Your Start Date
Your campaign starts on the date you pick, in the ad account's timezone.
Opt In Again on an Evergreen Playbook
An evergreen playbook offers Opt In Again for the next period. You no longer have to wait for the current run to finish first.
If the new run starts before the current run ends, Flamel does not launch a second campaign. It completes the current run and updates the same campaign with the details of your new opt-in. The Confirm opt-in window tells you this before you submit: "This starts before your current run ends, so it will replace it."
Some playbooks allow stacking. On those, the window says the new run launches as its own campaign and your current run keeps running unchanged.
An Opt-In That Waits for Review
An evergreen opt-in that waits for Hub review no longer blocks a second run on different dates. Flamel keeps both opt-ins and asks your Hub to check the schedules before they approve either one.
Recruitment Playbooks
A recruitment playbook adds one required step. You pick one open CareerPlug job, and the ad copy fills in that job's details. If the posting leaves out a detail the ad copy uses, you type it in before you can continue.
What Happens After Submission
Open My Playbooks to see the result.
Common Statuses:
- Pending or Deploying: Flamel is building the campaign
- In Review: your Hub must approve it
- Changes Requested: update media or answers and resubmit
- Active: the campaign is live
- Paused: it is stopped for now
- Completed: the run ended
- Failed: something blocked deployment
Common Questions
- No playbooks in the Shop? Your Hub has not published any for you yet.
- Need targeting changes? Update Ad Configuration before you try again.
- Told your budget is too low? Raise it to the amount in the message, or shorten the schedule.
- Cannot edit the budget? Your Hub locked budget control for this playbook. Ask your Hub to change the amount.